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David at Imperial Beach  

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  • Tesla Motors' (TSLA) CEO Elon Musk on Q4 2014 Results - Earnings Call Transcript [View article]
    The transcript, even after update, still leaves plenty of room for improvements. Some of the remarks are attributed to to the wrong person. At least a third of the [indiscernible]s actually are discernible, and some of the words and phrases are wrong, in some cases stating or implying the exact opposite of the speaker's intent.

    I recommend that people read the transcript in conjunction with listening to the actual earnings call recording available at http://bit.ly/1L3CtTD
    Feb 16, 2015. 01:51 PM | 2 Likes Like |Link to Comment
  • Did Tesla's Actions In Detroit Put Its Patents In The Public Domain? Why Investors Should Worry [View article]
    In 1999 people were blindly throwing money by the shovelful at anybody and his dog that said they were in any way related to the internet or had .com in their name. Red Hat would have fallen from grace no matter if they had had valuable IP or not. What happened is that the dot com bubble burst, there was no reassessment of Red Hat IP or lack thereof because there was never any such assessment to begin with.
    Feb 16, 2015. 11:24 AM | 3 Likes Like |Link to Comment
  • Did Tesla's Actions In Detroit Put Its Patents In The Public Domain? Why Investors Should Worry [View article]
    Open source is not the same as public domain. Tesla still maintains the protection of those patents: other companies cannot patent those same mechanisms and then sue Tesla. Open source is a category wherein an individual or company asserts ownership but lets you use their IP for free. Public domain is nobody owns it. Open source comes in two flavors: with license restrictions or without (aka Artistic License). Tesla is making its patents available under Artistic License.

    Until another auto company actually makes use of a Tesla patent, the true value of what Tesla is giving away is zero dollars and zero cents. This valuation is likely to remain true for some time to come, since other auto makers clearly prefer their own battery technologies to Tesla's.

    On the other hand, Tesla gains valuable good will among consumers and employees for being generous and open and attempting to advance the state of the art. This is particularly important for attracting new employees who want to be part of a movement to overturn an established industry.

    Should Tesla at some future time patent a mechanism that they feel should not be made freely available to others, they remain free to make an exception for that patent. They are volunteering to open source their patents. Nobody is forcing them to do it.
    Feb 16, 2015. 11:16 AM | 7 Likes Like |Link to Comment
  • How The Tesla Investment Case Had To Suddenly Change [View article]
    So why do you choose to ignore it? Your thesis only makes sense if GM changes their language.
    Feb 9, 2015. 04:34 PM | Likes Like |Link to Comment
  • Tesla's Cost Advantage Destined To Disappear [View article]
    Tesla obviously sees advantage in the small format beyond merely the commoditization of 18650 cells. They get better heat control by using small cells, therefore they are planning to continue to use a relatively small cell size even when the GF goes into production. They have carefully weighed the alternatives and know that they are bucking the industry trend.
    Feb 5, 2015. 02:50 PM | 25 Likes Like |Link to Comment
  • Tesla: Importance Of The GigaFactory [View article]
    Making paper.

    It had nothing to do with making automobiles. From http://bit.ly/1LQImGY

    "By the time the final assembly line was shifted from Highland Park to the Rouge in 1927, the year in which Model A manufacture began, the complex had been expanded to include a glass plant; a cement plant; a paper mill; a coke by-products plant which produced cosmetics, laxatives, and aspirin; a motor assembly plant; an open hearth steel mill; and a steel rolling mill."
    Feb 5, 2015. 01:31 PM | 2 Likes Like |Link to Comment
  • U.S. January Sales Shock: GM's New Midsize Truck Outsold Tesla 7:1 [View article]
    How does a drive train failure (assuming for argument's sake one actually exists) suddenly become a safety issue? Are you expecting shrapnel from a gear failure to suddenly explode through the back seat or something? ICE engines die on the road too, and the vehicle coasts safely to a gentle stop unless the driver is doing something completely crazy. In Tesla's case, computer sensors are likely to detect most out-of-spec conditions such as heat buildup before true failure occurs.
    Feb 5, 2015. 12:08 PM | 3 Likes Like |Link to Comment
  • U.S. January Sales Shock: GM's New Midsize Truck Outsold Tesla 7:1 [View article]
    CP is blinded by the light.
    Feb 5, 2015. 12:02 PM | 3 Likes Like |Link to Comment
  • U.S. January Sales Shock: GM's New Midsize Truck Outsold Tesla 7:1 [View article]
    If they fire him he might just take his basketball with him and go home. He's the top individual shareholder with 1,084,129 shares. I think you're getting a bit too arrogant.
    Feb 5, 2015. 12:01 PM | 3 Likes Like |Link to Comment
  • U.S. January Sales Shock: GM's New Midsize Truck Outsold Tesla 7:1 [View article]
    When ICE manufacturers start replacing engines under warranty because they make noises, then I'll be impressed with their after-sales service too.
    Feb 5, 2015. 11:48 AM | 3 Likes Like |Link to Comment
  • U.S. January Sales Shock: GM's New Midsize Truck Outsold Tesla 7:1 [View article]
    Tippy, you obviously fail to realize how difficult it is to grow a highly capitalized company worldwide. If it were just a matter of adding a third shift and squeeze an extra four hours per day out of the Fremont factory they could do that. But it's not. (They're already running two 10 hour shifts, so they're running the factory 20 hours a day and thus only have 4 hours of slack.) Tesla has to coordinate each of its suppliers to ramp up synchronously. This is particularly a problem for Panasonic, who is constrained on the number of batteries they can supply. But everything from seats to carpets to window motors also have to be available in the right quantities too, and bottlenecks can develop in any of thousands of suppliers for tens of thousands of parts. Then there is the field organization that must also be grown commensurate with the number of deliveries in each region. This affects the service centers primarily. They must stock more spare parts and those parts have to be built before they can be stocked. They also have to hire the service personnel, and no matter how you do it, that takes a certain amount of time per new hire.

    It may seem excruciatingly slow to someone used to how Apple orders millions of iPhones out of China and then has them drop-shipped throughout the world in a hands-off operation, but Apple has to do very little after-sales support, and China has a massive manufacturing capability already in place for smartphones, and Apple has to pay out a mere pittance in terms of capital investment compared to a vehicle manufacturer.
    Feb 5, 2015. 11:38 AM | 2 Likes Like |Link to Comment
  • U.S. January Sales Shock: GM's New Midsize Truck Outsold Tesla 7:1 [View article]
    I thought that was a hoot as well. When has it been a selling point that your vehicle is so unexciting that you aren't even inspired to drive the speed limit?
    Feb 5, 2015. 11:24 AM | 2 Likes Like |Link to Comment
  • U.S. January Sales Shock: GM's New Midsize Truck Outsold Tesla 7:1 [View article]
    Anton is spending too much time playing Angry Birds on his 4G phone.

    "Can you imagine if your smartphone was still on 3G today?" Yes, I can because I still have my 3G phone and it works just fine, thanks. I tried 4G and, funny thing, it drops back to 3G in my home. Apparently you have to be standing right under a cell phone tower for it to work!

    As for the rest of his hatchet-job, other commenters have adequately addressed the sheer idiocy of the comparison.
    Feb 5, 2015. 11:17 AM | 5 Likes Like |Link to Comment
  • The Dollar Drive Is Done - Buy The PowerShares DB US Dollar Bearish ETN [View article]
    Good luck on your investments. I hope your right because I too am convinced that the dollar is overpriced. But I don't foresee an immediate swing back. I always considered a Grexit a suicidal move anyway, and highly unlikely due to the unfavorable position it would put Greece in. The eurozone still has considerable sorting out to do with Greece and the other PIIGS as well. I actually see the problem as Germany failing to invest or buy the assets of its neighbors, and I don't foresee them changing their holier-than-thou attitudes any time soon. What I do think will happen is that the global economy will become so manifestly awful that the Fed will have to forego any raising of rates. Everybody and his uncle is running scared except the Fed, and the Fed raising rates this year or next would be most unhelpful. But for some reason the Fed doesn't mind starving US exports, so they keep jawboning for higher rates.
    Feb 5, 2015. 10:48 AM | Likes Like |Link to Comment
  • Tesla's Growth Might Take Longer Than Anticipated [View article]
    FCV is a non-starter purely from a safety viewpoint. Do you really want to power a consumer product with an odorless, colorless, highly flammable gas that is hard to contain and must be highly compressed just to fit a tank of it into a vehicle? I didn't think so.
    Feb 3, 2015. 04:30 PM | 11 Likes Like |Link to Comment
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